All new Sharesies investors get the first month of their subscription for free.

After the first month, you can choose between an annual subscription or a monthly subscription. 

A Kids Account is half the price of an adult subscription. Find out more here.

Annual subscription

If you choose an annual subscription, you pay $30 per year (no matter what your Portfolio value is). Anyone can choose an annual subscription.

Monthly subscription

If you choose a monthly subscription, you pay a subscription fee based on your Portfolio value (the total value of the investments you own plus the amount in your Sharesies Wallet) on your renewal date. For example, if your subscription renewal date is on the 2nd July, your fee is based on your Portfolio value on 2nd July. 

  • If your Portfolio value is less than or equal to $50, there is no charge
  • If your Portfolio value is between $50–$3,000, you will be charged $1.50 per month
  • If your Portfolio value is more than $3,000, you will be charged $3 per month

Payment options

  • You can choose between an annual subscription or a monthly subscription.
  • You can choose to pay your subscription fee with a card (debit/credit) or from your Sharesies Wallet.

More info about subscriptions can be found here.

Management fees

Any management fees are charged by the fund manager, not Sharesies, and are included in the unit price.

The management fees are a set percentage and are different for each fund. For the funds we currently have available on Sharesies, these are:

  • AMP Capital Global Shares: 0.38% per year, and 0.15% when buying or selling
  • AMP Capital Responsible NZ Fund: 1% per year, and 0.30% when buying or selling
  • Asia Pacific Fund: 0.55% per year 
  • Australian Resources (ASR): 0.54% per year
  • Australian Top 20 (OZY): 0.60% per year
  • Emerging Markets (EMF): 0.59%
  • Emerging Markets Responsible Fund: 0.59% per year
  • Europe Fund (EUF): 0.55% per year
  • Europe Responsible Fund: 0.55% per year
  • Global Automation and Robotics Fund: 0.75% per year
  • Global Aggregate Bond Fund: 0.30% per year
  • Global Bond Fund: 0.54% per year
  • Global Healthcare Innovation Fund: 0.75% per year
  • Global Responsible Fund (Smartshares): 0.54% per year
  • Japan Responsible Fund: 0.55% per year
  • NZ Bond (NZB): 0.54% per year
  • NZ Cash Fund: 0.33% per year
  • NZ Core Fund: 0.50% per year, and 0.10% when buying or selling
  • NZ Mid Cap (MDZ): 0.60% per year
  • NZ Property (NPF): 0.54% per year
  • NZ Top 50 (FNZ): 0.50% per year
  • Pathfinder Global Property: 1.00% per year, and 0.05% when buying or selling
  • Pathfinder Global Responsibility: 0.93% per year, and 0.05% when buying or selling
  • Pathfinder Global Water: 1.30% per year, and 0.05% when buying or selling
  • US 500 (USF): 0.34% per year
  • US Responsible Fund: 0.34% per year

Card processing

There is no fee to top up a Sharesies Wallet from a bank account transfer.

To top up a Sharesies Wallet from a card, the card processing fee is 2.65% + $0.18. For your first ever Wallet top up of up to $100, we cover the card processing fee for you.  

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